Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.546 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47231.58 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45836.6 Kr¶
PnL: ---------------------------------------> -1051.97 Kr¶
DD now: ---------------------------------> -2.875 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 17:04:23.691484'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 2.820000 | 3095.000000 | 168.000000 | 5.740000 | 2927.000000 |
| HEBA B | 70 | -1.130000 | 2758.000000 | 122.000000 | 4.630000 | 2636.000010 |
| HMS Networks | 2 | 14.050000 | 788.800000 | 115.800000 | 17.210000 | 673.000000 |
| SAAB B | 8 | 0.850000 | 3436.800000 | 59.800000 | 1.770000 | 3377.000000 |
| MedCap | 2 | 0.220000 | 462.000000 | 41.000000 | 9.740000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.430000 | 390.300000 | 35.300000 | 9.940000 | 355.000000 |
| Nordea Bank Abp | 29 | 0.220000 | 3476.520000 | 22.520000 | 0.650000 | 3453.999992 |
| Corem Property Group B | 59 | -3.060000 | 598.260000 | 21.260000 | 3.680000 | 576.999999 |
| AcadeMedia | 12 | -1.520000 | 576.720000 | 19.720000 | 3.540000 | 557.000004 |
| Intrum | 4 | 2.640000 | 544.200000 | 17.200000 | 3.260000 | 527.000000 |
| Resurs Holding | 22 | -1.860000 | 590.700000 | 16.700000 | 2.910000 | 573.999998 |
| OEM International B | 7 | 0.910000 | 542.500000 | 14.500000 | 2.750000 | 527.999997 |
| Swedbank A | 3 | -0.490000 | 576.900000 | 12.900000 | 2.290000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 574.350000 | 12.350000 | 2.200000 | 562.000005 |
| Eastnine | 4 | 0.000000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| Norva24 Group | 16 | 1.410000 | 553.920000 | 10.920000 | 2.010000 | 543.000000 |
| Securitas B | 6 | -0.250000 | 577.320000 | 7.320000 | 1.280000 | 570.000000 |
| Boozt | 12 | -0.500000 | 1659.600000 | 5.600000 | 0.340000 | 1653.999996 |
| Creaspac SPAC | 6 | 0.730000 | 581.400000 | 4.400000 | 0.760000 | 577.000002 |
| Karnov Group | 9 | -0.170000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Coor Service Management Hold. | 8 | -0.070000 | 534.800000 | 2.800000 | 0.530000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.580000 | 246.240000 | 0.240000 | 0.100000 | 246.000000 |
| CTEK | 13 | 0.740000 | 533.000000 | -1.000000 | -0.190000 | 533.999999 |
| Handelsbanken A | 5 | 0.230000 | 541.000000 | -5.000000 | -0.920000 | 546.000000 |
| Midsona B | 63 | 1.570000 | 570.150000 | -12.850000 | -2.200000 | 582.999984 |
| Essity B | 2 | -2.180000 | 547.000000 | -27.000000 | -4.700000 | 574.000000 |
| International Petroleum Corp. | 5 | -0.270000 | 551.000000 | -43.570000 | -7.330000 | 594.565215 |
| Essity A | 4 | -1.790000 | 1098.000000 | -51.000000 | -4.440000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -1.010000 | 3776.500000 | -73.500000 | -1.910000 | 3850.000000 |
| Vivesto | 1368 | 0.670000 | 537.080000 | -75.920000 | -12.390000 | 612.999432 |
| Beijer Electronics Group | 26 | -10.600000 | 2808.000000 | -163.000000 | -5.490000 | 2971.000006 |
| Fasadgruppen Group | 35 | -0.960000 | 3598.000000 | -213.000000 | -5.590000 | 3810.999990 |
| OX2 | 18 | 0.380000 | 1408.500000 | -255.500000 | -15.350000 | 1663.999992 |
| Axfood | 13 | -3.020000 | 3468.400000 | -287.600000 | -7.660000 | 3756.000001 |
| Ovzon | 52 | 0.750000 | 2782.000000 | -580.000000 | -17.250000 | 3361.999992 |
| TOTAL | 45825.360000 | -1063.210000 | -2.89853% | 46888.564618 |
Updated:¶
'2023-01-26 17:03:58.270519'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
